In 2023, the National Development and Reform Commission's third regulatory cycle of provincial power grid transmission and distribution prices and related matters notice 536 document, for different types of electricity demand has obvious requirements, the essence of which is divided into two kinds, but on the whole, electricity costs are increasing. In general, the electricity bill is going to rise for everyone. So what is the impact on new energy vehicles? Of course, the cost of charging will also increase, unless it is to charge at a low time period, otherwise you need to accept the reality.
What the? I charge it at home by myself, and the price of electricity at home must not go up! It's not impossible, is there another possibility: individuals are not allowed to install charging equipment in the community parking garage or at home, mainly for safety reasons? Is this possible? In the face of interests, there is such a possibility, that is to say, in the future, you must go to the designated charging station to charge, just like three barrels of oil, how can you refuel at home.
Unlike the three barrels of oil, the charging piles for electric vehicles are not yet fully covered. In particular, high-speed, old urban areas, and even many areas are not covered, so the charging of electric vehicles cannot be fully satisfied. However, the commercial nature has not stopped, and the three barrels of oil have been operated and expanded for many years to be able to complete all-round coverage, while the charging pile of electric vehicles still needs to be perfected for a period of time.
If the State Grid or car companies cannot fully meet the charging needs of car owners in the early stage, and commercial operators can undoubtedly charge in accordance with relevant policies or the principle of independent pricing, so the charging will be greatly improved. As a result, these commercial operators will make a lot of money, just like private gas stations, with very low ** or services, to attract electric vehicle charging, forming a commercial system.
Secondly, in the case of immature basic conditions, commercial operators can classify according to local conditions. For example, in a second-tier city, if the car company or the State Grid cannot meet the charging requirements, it is not impossible for commercial operators to appropriately increase the charging fee according to the number of car owners or the convenience of travel, because when there is only one charging equipment, someone will always charge.
The use of renewable resources to expand the periphery, which may directly "monopolize" the charging market in a region, in addition to the provisions of the natural corresponding, but will be appropriately raised within a reasonable range, it is also entirely possible, because commercial investment is mainly for the purpose of profit.
Third, car owners may face a situation where they have no choice. Because once the commercial charging station spreads, it will naturally have an impact on the national grid or the charging piles owned by the car companies, and the cost will be considered, so as to have a further development space for commercial charging piles. Once this form appears, as mentioned above, under the condition of fixed capital and cost unchanged, commercial charging piles will make a lot of money.
Not only that, in the case that the State Grid is not able to anticipate the lack of charging equipment, it is necessary to rely on commercial enterprises to carry out the layout and expansion in the early stage. The profit of three barrels of oil can reach hundreds of billions per year, but the profit of electric vehicles is not enough? If we wait until 2030 to switch to electric vehicles, maybe this goal can really be achieved?
And once that time comes, then the investors who caught this line in the early stage will become another group of people who find and invest in time, so as to create more rich people, and they are rich people who break out in the short term.